Hunter Chisholm is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2019. Prior to that, he held positions at Bank of the West and Deli Zone. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Gary Edmonds Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Beltway Real Estate LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Seun Olojola is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading The Olojola Group. The group serves a diverse client base including successful families, non-profit organizations, corporate executives, minority-based small business owners, and medical and legal practitioners. The team follows a consultative process aimed at understanding clients' personal objectives, identifying wealth accumulation strategies, and preparing for wealth distribution. Olojola's expertise encompasses a range of client focus areas such as services for endowments, foundations, and non-profits; investment consulting for defined contribution plans; legacy planning; LGBT wealth planning; managing new wealth; personal retirement planning; philanthropic planning; women and wealth; sports and entertainment; and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned an MBA and a Master's Degree from the University of Maryland University College as well as a Bachelor's Degree from the University of AdoEkiti. Olojola is fluent in English and Yoruba. In addition to his professional activities, he dedicates time to volunteering with community organizations and has personal interests in golfing, hunting, soccer, and traveling.

Steven Hayes is a financial advisor with Equitable Advisors in Severna Park, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Axa Advisors, LLC and Valic Financial Advisors prior to joining Equitable Advisors in 2009. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and various advisory models.

Meagan Riordan is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2016 and at Morgan Stanley Smith Barney LLC since 2014. She serves as a co-trustee for a charity/private foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Kyle Bansa is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he held various roles at Towson University, Bank of America, and New Day Financial LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amy Sturtevant is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with RBC Capital Markets since 2010 and with City National Bank since 2017. She has served on the Board of Directors for the Barker Adoption Foundation, a nonprofit organization supporting adoptive and birth families. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and financial planning, implementing tailored strategies through a combination of internal and external investment managers.

James Ball II is a financial advisor with UBS Financial Services in Washington, DC. He holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and client goals.

Eric Han is a financial advisor with Merrill in Silver Spring, MD, holding Series 63 and Series 66 licenses and possessing two years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at NYLIFE Securities LLC and New York Life Insurance Company from 2023 to 2025. Outside of his advisory role, Han volunteers as a Korean language instructor for the Korean American Education Foundation, a position he has held since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

David Yarn is a Series 66-credentialed financial advisor with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He is also the president of CF Services Group, Inc., where he is involved in insurance, benefits, and human resources. In addition, Yarn serves as a volunteer squadron commander for the Civil Air Patrol. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base while providing access to multiple platforms, third-party advisers, and proprietary model strategies.

Mikah Calp is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 66 designation and has previously worked at Citi Bank, Bank of America/Merrill Lynch, Bank of America, M&T Bank, and Wells Fargo. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

John Reim is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. He serves on the advisory board of the Pontifical Faculty of the Immaculate Conception in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Fred Simpkins is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016, and previously from 2000 to 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as co-trustee for his brother’s trust and holds power of attorney for a family member, both investment-related responsibilities performed outside business hours. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

John Lytle is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a finance committee board member at Christ Church Georgetown in Washington, DC. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and modeling techniques as part of its advisory process.

Richard Courtney is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 65 credentials and has 42 years of industry experience, including 10 years with his current firm. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shahriar Chowdhury is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He has worked previously at Truist Investment Services, Securian Financial Services, Banc of America Investment Services, and First Command Brokerage Services. Outside of his advisory role, he is a partial owner of Assault Forward LLC, a company focused on military and veteran-themed apparel and accessories. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven portfolio management with a broad array of brokerage and advisory solutions.

Thomas Noble is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation. He has prior experience as an attorney, practicing law for nine years at Thomas A. Noble, Atty at Law, and spent one year at the Cochran Law Group before transitioning into financial services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages significant assets and employs a structured planning process supported by firm-approved tools and research.

Ana Mirandes is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Smith Barney since 2019, as well as prior work at Euraffex, the Democratic National Committee Headquarters, Janney Elementary School, and American University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

Steven Rice is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at City National Bank and T. Rowe Price. Outside of his advisory work, he serves on finance committees and boards for several nonprofit organizations, including the Maryland SPCA, The Arc Baltimore, Shore Acres Improvement Association, and the Anne Arundel Estate Planning Council. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, utilizing a combination of in-house and third-party investment managers.

Bennett Kavlick is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Capital Planners. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to support tailored financial plans.